Pershing Insite 2012

A look at the highlights of the Pershing Insite 2012 conference, focusing on leadership and strategy, from Bill Clinton to Pershing CEO Brian Shea, from leadership guru Deepak Chopra to advisor guru Mark Tibergien.

At its annual conference, the global clearing and custody firm added 529 plans to its clearing platform and released a practical white paper on Gen X and Gen Y investors—90% of whom say they will move inherited assets to another firm, Kim Delarocca said.